by Jon Sevenker | Aug 31, 2020 | P&A Articles, Retirement
Retirement planning is a big concept with many moving parts, from identifying retirement income sources to calculating a safe withdrawal rate to reducing taxes. Newly retired clients often want to know how to create a retirement paycheck, maximize their Social... 
by Jon Sevenker | Aug 18, 2020 | P&A Articles, Shared Articles
Here are three articles that caught our eye in the last week. Two retirement-related, and one that’s industry-specific. 21% of Americans now say they’ll retire later than planned Charles Schwab is out with a new survey of 401(k) participants. According to the... 
by Jon Sevenker | Aug 11, 2020 | Financial Planning, Investing, P&A Articles
Is the role of a financial advisor to pick the best investments for you? What about making sure your investment mix is appropriate for your risk profile? While these are essential aspects of the job, they tend to represent your baseline expectations when entering an... 
by Jon Sevenker | Jul 28, 2020 | P&A Articles
“Investing is overwhelmingly a game of psychology.” – Morgan Housel As humans, we’re all guilty of biases. Some affect the way we treat others, our religious or political beliefs, and of course, financial decisions. Here we present seven of the more... 
by Jon Sevenker | Jul 24, 2020 | Just for Fun, P&A Articles
There are hundreds of great quotes about money, investing, and personal finance. We’ve whittled these down and plucked out 10 with a deeper meaning than just dollars and cents. – “Investing should be more like watching paint dry or watching grass... 
